David Scott Sivel

Employer firm

Collective Family Office, LLC CRD 301274

$533M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 05/2019
  Bny Mellon Wealth Management
  Harrisburg, PA
• 05/2019 → Present
  Collective Family Office, Llc
  York, PA

Previous Registrations

• 2009-02-02 → 2015-03-23
  M&T Securities, Inc.
  York, PA
  Lancaster, PA
  Buffalo, NY
  Lancaster, PA
  Hanover, PA
  Lancaster, PA
  Gettysburg, PA
  Lancaster, PA
  Lancaster, PA
  Lancaster, PA
  Lancaster, PA
  Honey Brook, PA
  Lebanon, PA
  Lancaster, PA
  Lebanon, PA
  New Holland, PA
  Intercourse, PA
  Elizabethtown, PA
  York, PA
  Lancaster, PA
  Hanover, PA
  Hanover, PA
  Hanover, PA
  Hanover, PA
  Hanover, PA
  Spring Grove, PA
  Gettysburg, PA
• 2004-04-19 → 2006-12-09
  Sivel Capital Management, Inc
  Schwenksville, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-05-22
• S65 Uniform Investment Adviser Law Examination
  2001-06-27

Designations

• Certified Financial Planner

Other Names

• David Scott Sivel
• David S Sivel